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Intelligence Driven Advisers’s Valero Energy VLO Stock Holding History

Intelligence Driven Advisers’s Portfolio VLO Stock Details VLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$658K Buy
1,699
+74
+5% +$25K 0.11% 62
2026
Q2 		$423K Buy
1,625
+139
+9% +$34.2K 0.07% 87
2026
Q1 		$367K Buy
1,486
+26
+2% +$5.36K 0.06% 80
2025
Q4 		$238K Buy
+1,460
New +$247K 0.03% 115

Other funds holding VLO

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Intelligence Driven Advisers's VLO Position: Q3 2026 in Review

Intelligence Driven Advisers increased its Valero Energy (VLO) stake by 4.6% in Q3 2026, buying an estimated $25K and bringing the position to 1,699 shares worth $658K. The position accounts for 0.11% of the portfolio, ranked #62.

Intelligence Driven Advisers first reported a position in VLO in Q4 2025 and has held it in 4 quarters since. 110 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Intelligence Driven Advisers held 1,699 shares of Valero Energy worth $658K as of Q3 2026.
  • Intelligence Driven Advisers bought 74 Valero Energy shares in Q3 2026, an estimated $25K.
  • Valero Energy made up 0.11% of Intelligence Driven Advisers's portfolio in Q3 2026, its #62 holding.
  • Intelligence Driven Advisers first reported a position in Valero Energy in Q4 2025 and has held it in 4 quarters since.
  • 110 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.